Tax Services offered & cost estimates

Typical representation during examinations for individuals.  Includes:

• Automated under reporter (AUR); 
• Automated collection systems (ACS); 
• Correspondence exam; or
• In-person exam.

Business representation is available on a case-by-case basis.  Cost will be based on complexity.

Typical representation during audit/exam reconsideration.

Business representation is available on a case-by-case basis.  Cost will be based on complexity.

Typical representation for Appeals work for individuals.  Includes:

• Post-exam protests (within the 30-day letter deadline);
• Offers in compromise;
• Currently-not-collectible status;
• Installment Agreements;
• First-time abatements;
• Abatements with a reasonable cause;
• Trust Fund Recovery Penalties (TFRP);
• Collection Appeals Program; or 
• Collection Due Process hearings.

Business representation is available on a case-by-case basis.  Cost will be based on complexity.

• Preparing and filing missing, omitted, or corrected FBARs (FinCEN Form 114) for up to the past 6 years.
• Preparing and filing Form 1040-X disclosing any foreign account (e.g., Schedule B, Part III, or Form 8938) for up to the past 3 years.
• Preparing and filing Forms 3520 and 5471 if needed.
• Preparation and filing a reasonable-cause statement based on your facts and circumstances arguing for penalty abatement or non-assessment.

We handle the calculations and narrative drafting.

• Preparing and filing missing, omitted, or corrected FBARs (FinCEN Form 114) for up to the past 6 years.
• Preparing and filing Form 1040-X disclosing any foreign account (e.g., Schedule B, Part III, or Form 8938) for up to the past 3 years.
• Preparing and filing Forms 3520 and 5471 if needed.
• Preparation and filing a Form 14653 for expatriots or Form 14654 for residents with your facts and circumstances explaining why disclosures were not timely filed.

We handle the calculations and narrative drafting.

Comprehensive representation from petition to decision. Custom retainer determined by a case's scope and anticipated expenses.

Plan only:  initial meeting to collect information, check-in meeting to address options, and a final meeting to deliver a plan.

Includes a plan and one meeting (up to 1 hour) each month for a year to prepare and implement your ongoing tax strategy.